WHAT IS AN OPPORTUNITY ZONE

Opportunity Zones are geographical areas established across the country by state and federal governments to provide investment opportunities in areas targeted for economic development. 

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WHAT IS AN OPPORTUNITY ZONE FUND

A qualified Opportunity Zone Fund is an investment vehicle that was created for the purpose of investing in a qualified “Opportunity Zone” which would support and fund a qualified Opportunity Zone project.

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WHAT IS AN OPPORTUNITY ZONE PROJECT

A qualified Opportunity Zone project and associated Opportunity Zone Fund is typically a ground-up property development project similar to our Lakemont Retirement Community project.

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WHY INVEST IN AN OPPORTUNITY ZONE FUND

An investor who has a qualifying capital gain from selling stocks or real estate can receive a significant tax benefit from rolling that gain into an Opportunity Fund within 180 days.  Other benefits to rolling a capital gain into an Opportunity Fund are deferring the payment of capital gain income taxes until December 31, 2026, receiving a 15% reduction in capital gain tax liability after seven years (12/31/26), and pay as little as zero income tax on gains earned from the Opportunity Fund depending on the duration of the investment.

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